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Edit Custom Options for Incident Fields

Objective

To edit custom field options that were created for the Incidents tool.

Background

In the Company level Admin tool, you can add and edit custom options for certain fields in the Incidents tool. Team members can then view and select these options when creating an incident. This feature allows users to configure items that are consistent with their internal policies and procedures or to be compliant with applicable regulatory requirements.

Things to Consider

  • Required User Permissions: 
    • 'Admin' on the Company level Admin tool.
  • Additional Information:
    • If a custom option is currently in use on an incident, it cannot be deleted from the list of field options in the Company Admin tool.
    • Important! You can only edit custom options that have been added by you or your team members. Default options cannot be edited, although they can be set to inactive. 
    • Custom field options are able to be added for the following sections within the Incidents tool:
      • Injury Record:
        • Work Activity 
        • Source of Harm 
        • Injury/Illness

Steps

  1. Navigate to the Company level Admin tool.
  2. Under Tool Settings, click Incidents.
  3. Click the Field Options tab.

Edit a Incident Field Option

  1. Click the option you want to edit. 
  2. Enter the edited option in the text box.
    edit-field.png
  3. Click outside of the text box to save your changes.

Mark an Incident Field Option as Inactive

  1. Select the checkbox next to the filed name or entire category you want to set to inactive. 
    Note: An blank checkbox indicates that a field name is not active and cannot be selected by a team member at the project level. See image below.
    deactivate-category.png

See Also

If you would like to learn more about Procore’s incident management software and how it can help your business, please visit our construction incidents software product page here.

 

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